Related Documents in Repository

CLM
Q1 25

 Product Area: Repository

 Impact of Change: Quality of life improvement

Details

Finding related documents just got a whole lot easier! We've streamlined how you access related documents directly from the contract list.

Problem Addressed:

Previously, users had to click on the Related Documents icon to view related contracts, creating an unnecessary extra step. The old visual also lacked crucial context like document status and counterparty information, making it difficult to quickly assess related contracts.

Solution Overview:

We've transformed this experience with two key improvements:

Hover to View: Simply hover over the Related Documents icon to instantly see all related contracts - no more clicking required!

Enhanced Information Display: The redesigned hover view now shows comprehensive information including document status, counterparty details, and contract name - all aligned with how this information appears on the contract details page.

This update creates a more consistent, intuitive experience that saves you time and provides better context when navigating between related contracts.

How to Enable: This improvement is available to all users.
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